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Do I have to add a customer task?

Quick Tip: Is adding a customer task required?

No, you do not. You would want to connect a customer to a task that is part of your workflow for the same individual or group. However, tasks can also be used for internal action items like meetings, reminders, or inner office delegation. If you add a customer, this action will be logged under that customer's profile for tracking of tasks that have been performed or still need to be performed for them.